MANAGE REPORT ARCHIVE CATEGORIES

Set up this screen during initialization before you print system reports. If you plan to assign a report category to an archive report category, you must first establish report categories in the Manage Report Categories screen.

This screen contains three table window blocks, all of which display on the screen at once and function as follows:

You can assign a report category to an archive category in these screens. As an alternative, you can assign an archive category to a report category in the Manage Report Categories screen.

Location

Report Archive Categories

Use the fields in this table window to set up report archive category codes and names as well as specific archive criteria regarding archive override, file purge, and archive expiration data.

Report Archive Category Code

Use this field to enter a report archive category code.

Name

Use this field to enter a descriptive name for this Report Archive Category Code. You can edit this field as needed.

Allow Override at Runtime

Select this check box to allow users to override the archive rules for this report archive category code at runtime.

Force Archive

Select this check box to allow users to enforce the archive rules for this report archive category code. If you select this check box, Costpoint automatically creates an archive when this report is successfully submitted.

Never Purge

Select this check box to prevent users from purging this report archive category code. If you clear this check box, you must also enter data in the Expiration Age and Expiration Timeframe fields.

Expiration Age

Use this field to enter the number of units (days, weeks, months, or years) at which reports in this archive category can be purged. You must select the desired unit from Expiration Timeframe drop-down list.

Expiration Timeframe

Select the unit of time (Days, Weeks, Months, or Years) from the drop-down box that applies to your numeric entry in the Expiration Age field and at which reports in this archive category can be purged. If this field is not applicable, None displays.

Unassigned Report Categories

Use the fields in this table window to view the system-designated report categories that are currently unassigned to the selected report archive category code in the Report Archive Categories table window. Click Select to move the report category from this table window to the Assigned Report Categories table window.

Report Category

This field displays the system-designated report category.

Name

This field displays the descriptive name for the system-designated report category.

Select

Click this button to move the selected row from the Unassigned Report Categories table window to the Assigned Report Categories table window. This action enables you to select the specific system-designated report categories that should make up each report archive category.

As an alternative, you can use from the Report Category field in the Assigned Report Categories table window to assign a report category to the report archive category.

Assigned Report Categories

Use the fields in this table window to link a previously unassigned report category to the selected report archive category in the Report Archive Categories table window. You can use to add a new entry or click Select to move the selected row from the Unassigned Report Categories table window to this table window.

Report Category

Use this field to enter, or use to select, an unassigned report category to associate with the report archive category code selected in the Report Archive Categories table window.

Name

This field displays the descriptive name for this system-designated report category.

SET UP A REPORT ARCHIVE CATEGORY

VIEW, ASSIGN, OR UNASSIGN A REPORT CATEGORY